Financial Advisor Opportunity

1 day ago

West Byfleet, Surrey, United Kingdom In-pact accountancy Ltd Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team at In-pact Accountancy Ltd. As a Financial Advisor, you will play a pivotal role in expanding our client base by leveraging the existing databases of an accountancy firm based in Surrey.

Key Responsibilities:
  • Utilize accountancy partnership's databases to identify potential clients who could benefit from financial services products.
  • Engage with prospects in order to understand their financial needs, goals, and aspirations.
  • Review and update the client list, ensuring accurate and relevant information.
  • Reach out to potential clients via phone, email, or in-person meetings addressing their financial concerns, aspirations, and life circumstances.
  • Conduct thorough financial assessments for clients, considering factors such as income, expenses, investments, and risk tolerance.
  • Collaborate with other professionals (tax advisors, estate planners, etc.) within the accountancy partnership to provide holistic advice.
  • Create personalized financial plans based on clients' goals, risk tolerance, and time horizon.
  • Recommend suitable investment strategies, insurance products, and retirement planning solutions.
  • Educate clients on financial literacy and empower them to make informed decisions.
  • Regularly review clients' portfolios and adjust strategies as needed.
  • Proactively address any concerns or changes in clients' circumstances.
  • Provide exceptional service to foster long-term relationships.
  • Attend events, workshops, and seminars.
  • Collaborate with accountants and other professionals to cross-refer clients.
  • Leverage your network to expand our reach.
  • Maintain accurate records and documentation.
Requirements:
  • Bachelor's degree in Finance, Economics, or related field.
  • Relevant certifications (e.g., DipPFS).
  • Experience in a financial advisory role.
  • Excellent communication skills and ability to build trust.
  • Strong analytical and problem-solving abilities.
What We Offer:
  • Competitive compensation package.
  • Considerable opportunities for professional growth and development.
  • Collaborative and supportive work environment.
  • 6.3 weeks holiday including bank holidays and Christmas closure.
  • Group personal pension.
  • Employee's Assistance Programme.

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